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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,336 | $110,303-47.1% | $95,759-39.1% | $139,487-58.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.51% | 27.19%-9.7pp | 28.42%-10.9pp | 373.84%-356.3pp |
| Employer contribution / active EE | $3,688 | $3,261+13.1% | $2,836+30.0% | $4,755-22.4% |
| Participant deferral / active EE | $6,710 | $4,674+43.6% | $4,244+58.1% | $6,7130% |
| Admin fee / account holder | $835 | $6,615-87.4% | $5,678-85.3% | $11,407-92.7% |